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Accredited Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Accredited Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.25K Buy
680
+638
+1,519% +$133K 0.01% 272
2025
Q2 		$8.2K Hold
42
– – 0.01% 282
2025
Q1 		$6.7K Buy
42
+1
+2% +$179 0.01% 277
2024
Q4 		$7.67K Buy
+41
New +$7.49K 0.01% 268

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Accredited Wealth Management's FTEC Position: Q3 2025 in Review

Accredited Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1,519% in Q3 2025, buying an estimated $133K and bringing the position to 680 shares worth $9.25K. The position accounts for 0.01% of the portfolio, ranked #272.

Accredited Wealth Management first reported a position in FTEC in Q4 2024 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold FTEC as of Q3 2025.

  • Accredited Wealth Management held 680 shares of Fidelity MSCI Information Technology Index ETF worth $9.25K as of Q3 2025.
  • Accredited Wealth Management bought 638 Fidelity MSCI Information Technology Index ETF shares in Q3 2025, an estimated $133K.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #272 holding.
  • Accredited Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.